WorkflowMax is designed for professionals seeking efficient project management. Suitable for businesses of any size, it offers streamlined invoicing and detailed time tracking. Its integration capabilities and custom reporting features make it a solid choice for those looking to optimise operations.

What are the main features of WorkflowMax?

Comprehensive Project Management

The core of WorkflowMax is its powerful project management tools, perfect for businesses aiming to keep projects on track and under budget.

• Task creation: Easily create and assign tasks to team members for increased productivity.
• Milestone tracking: Monitor key project milestones to ensure timely completion.
• Customisable workflows: Define workflows that closely match your business processes.

Efficient Time Tracking

Effective time management tools of WorkflowMax ensure that every billable minute is accounted for, ideal for service-based businesses.

• Real-time tracking: Log hours as you work for accurate billing and project analysis.
• Desktop integrations: Seamless time logging with popular desktop tools.
• Timesheet approvals: Manage staff timesheets directly within the platform for streamlined processes.

Streamlined Invoicing and Financials

WorkflowMax offers a robust invoicing system that simplifies billing and financial management.

• Automated invoicing: Generate invoices directly from completed jobs to save time.
• Custom templates: Personalise invoice templates to reflect your brand's style.
• Xero integration: Sync financial data with Xero for a seamless accounting experience.

Insightful Reporting

To support data-driven decisions, WorkflowMax provides reporting tools that give valuable insights into business performance.

• Custom reports: Generate reports tailored to your specific needs and objectives.
• Job costing analysis: Examine job costs to monitor profitability and improve estimates.
• Performance metrics: Track performance KPIs to optimise resource allocation and efficiency.